spot on investing is part art and part science storytelling is...

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petertanaka

1,139 Posts.

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21/09/21

14:01

Post #: 56238021
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Originally posted by Magpie111: ↑

@valueinv2187

I truly appreciate the time and effort that has gone into your work.

However, I also think you have totally undervalued PPK, for the following reasons:
- Each Joint Venture has a unique total addressable market which have not been taken into consideration.
- The Valuation only relies on the value of selling BNNT on a constant, not taking into consideration the different margins of each industry. Nor the goods they produce or the IP associated with PPK & Deakins R&D.
- There has been no valuation applied to the research or technical knowledge of goods included.
- The value added to the Market capitalisation and forward thinking of PPK and the JV's is missing
- The cost savings in expenses to the JV's in being run from the Mothership
- First to market with commercialisation of BNNT and lack of competition cannot be ignored

Intuitive investing is extremely important. Having vision, understanding the stock fundamentals, technical knowledge of the product and being able to see future markets is more important than attempting to calculate current values.

IMO DYOR

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spot on

investing is part art and part science

storytelling is extremely important and we all believe in the ppk story

calculating current value on ppk is built on numerous wild assumptions and any modification can have huge impact on the calculated value……

PPK Price at posting: $19.52 Sentiment: Buy Disclosure: Held
3 Upvote

1 Great analysis

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